< Mortgage Brokers in South Melbourne 3205
Broker profile

Simon O'Kelly

5

49 Reviews

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About me

Last updated on 28 Apr, 2024
ABN: 63622338881
LicenceType: CRN
Licence Number: 511481
Postcode: 3205
Suburb: South Melbourne

I specialise in helping: • First Home buyers • Refinancing to get extra funds, a better rate or to consolidate other debts • Investors • Upgraders. I started as a Broker in 2013. At Finance for Living, we are passionate to help with finance so you can live the life of your dreams. And if you would like to know which lenders are not funding fossil fuels, just ask us! I love spending time with my wife and kids, following plenty of sport & walking along the beach most days. We are also a proud member of https://www.onepercentfortheplanet.org which means that 1% of our company revenue is donated to not-for-profit organisations that are making a real difference for the environment.

I specialise in helping: • First Home buyers • Refinancing to get extra funds, a better rate or to consolidate other debts • Investors • Upgraders. I started as a Broker in 2013. At Finance for Living, we are passionate to help with finance so you can live the life of your dreams. And if you would like to know which lenders are not funding fossil fuels, just ask us! I love spending time with my wife and kids, following plenty of sport & walking along the beach most days. We are also a proud member of https://www.onepercentfortheplanet.org which means that 1% of our company revenue is donated to not-for-profit organisations that are making a real difference for the environment.

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Key speciality

  • Debt Consolidation

  • Home Loan

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    Reviews on Mortgage Broker Simon O'Kelly located in South Melbourne

    Michael Chien

    6 Months 9 Days ago

    Finance for Living is absolutely amazing. Simon, Ainslie, Jess, and Laura; the whole team took my hand and guiding me through the whole journey, not just the home loan itself, step by step, with lots of support, patience, and care. It’s an absolutely above and beyond amazing job. Can’t thank them enough, and if I ever need another home loan service, I will definitely be coming back to them again.
    L T

    7 Months 1 Days ago

    We can't thank you enough for your assistance guiding us through the process of purchasing our first home. We needed our hands held and Ainslie did exactly that! Every single one of our questions (no matter how basic) was answered with respect and we felt like we had all the information we needed to make one of the biggest decisions to date. Could not recommend Ainslie fast enough, and we have/will continue to do so. She is a true professional and an absolute asset to your team.
    Q M

    7 Months 3 Days ago

    Simon and his team were wonderful to deal with. They managed to find the perfect product for us and were very attentive and helpful, especially through the little hiccups with the paperwork. The business also gives back to environmental causes and helped us refinance with a bank that doesn't invest in fossil fuels.
    Rebecca Pickett

    7 Months 14 Days ago

    I feel fortunate to have been looked after by Simon, Ainslie and the team at Finance for Living during the purchase of my property. They took the time to understand my individual needs and priorities and offered me tailored solutions to optimise my situation and get the best loan outcome. They have been true professionals, incredibly patient, knowledgeable, and understanding. I highly recommend.
    James Gregory

    7 Months 30 Days ago

    We used Finance for Living for the purchase of our first house. I wouldn’t hesitate to recommend them. Simon, Ainslie and team have been a joy to work with! The little touches like taking us though signing documents over a call make all the difference. These guys really do care about customer service. We will be coming back when it’s time to refinance.
    Erica Hazen

    8 Months 5 Days ago

    Simon O’Kelly is the most incredible mortgage broker. He helped myself & my husband purchase a off the plans apartment as first home owners. A few years later he helped us purchase a block of land where we dreamed of building a tiny house for weekend trips away. Simon checks in on how we are going each year with our loan, also checking if we are Ok with the new interest rates. We have felt just so supported by Simon and he has made the process easy. Thank you so much
    Zoe Morrell

    8 Months 11 Days ago

    Simon and his team were helpful, thorough and always had time to explain and answer any questions. They took care of everything and had a great knowledge and advice of the current market in relation to my needs, and things I didn’t know to consider. They were patient and professional and always a pleasure to deal with. He provided some great referrals to other services that made the whole process of purchasing, renting and refinancing. So grateful to them.
    Brock C

    9 Months 10 Days ago

    Simon and his team have been assisting me since 2013 and have proven to be extremely knowledgeable, professional and understanding. They make everything easy to understand and take the stress out of finding the most appropriate mortgage, refinancing and buying/selling houses. I can't recommend them enough. Fantastic experience every time.
    Matty

    10 Months 19 Days ago

    Above and beyond. When we refinanced our loan with Simon and the team they made it an easy and comfortable process for us. Top notch communication and they go to great lengths to get the best outcome for your situation. Highly recommend.
    Mel O'Kelly

    1 Year 2 Months 29 Days ago

    If you're looking for a mortgage broker then Simon O'kelly is your man. Simon and his team were with us every step of the way on our house purchasing journey. Nothing was too difficult and they were always there to answer any questions that we had. We always had an open line of communication and their professionalism and advice was second to none. I would definitely not hesitate to use Simon and his team in the future. Thankyou for helping us with our very first purchase.
    Marlen Mantovani

    1 Year 3 Months 5 Days ago

    Reliable, attentive and dedicated Simon and the team have been great! From the very first conversation to the successful result, they've been attentive to my need and helpful in finding the best solution. Their dedication to the service they provide is shown through their knowledge, expertise and more over through expert advice. I can only highly recommend Simon as your financial adviser.
    Sarah McLoughlin

    1 Year 4 Months 5 Days ago

    Exceptional service and personal approach to meet individualised needs and circumstances Simon provided a thorough and tailored service. He understood our needs and circumstances and had expertise and knowledge of the current market. His team provided exceptional communication and clear guidance throughout the process making it seamless and easy to move to an incredible low rates new home loan.
    James Chirgwin

    1 Year 5 Months 25 Days ago

    Would strongly recommend. The entire 'Finance for Living' team were incredibly helpful as we bought our first home, happily taking time to patiently answer all of our multitude of questions. Throughout the purchasing experience and settlement period they were constantly available, and made sure our home buying experience went as smoothly as possible. We would highly recommended the team, and would use their services again in the future.
    Franco Giuffre

    1 Year 7 Months 1 Days ago

    Georgina Ryan

    1 Year 8 Months 5 Days ago

    Nick Ogilvie

    1 Year 8 Months 5 Days ago

    We have worked with Simon and his amazing team on two separate occasions. Both times they made the entire process incredibly easy to understand and navigate. As well as making sure we had the best rate, they did all the heavy lifting and went above and beyond to make us feel reassured. Will no doubt work with them again.
    I M

    1 Year 11 Months ago

    Very grateful to Simon and his team! In my head I was lost in a Realestate LaLa land and didn’t know where is best to start from. Draining conversations with multiple banks, brokers basically I was stuck to make a move. Then I was referred to Simon through my friend and couldn’t be more grateful for it. In the first phone call Simon was very straightforward and upfront with the possible process, fees, rates and we started ball rolling. It gave me confidence as I felt that Simon was very knowledgeable and had everything under control in this volatile lending market industry. In the process I have also come to realize that Simon is very respected and has very good relationship in the banking industry. That is huge. I ended up with the best loan and interest rate that was best suited for my situation. I listened to his advise to lock interested for two years and it feels extremely comforting. Simon also has good human characters he is pleasant, very approachable, always contactable, super responsive and very patient to answer all my questions. I mean to all my questions and I had many. Long story short thanks to Simon and his wonderful team I live in my beautiful home now, that I thought was not possible. Huge respect very grateful for Simon’s and his team efforts. Do not hesitate to use his services with confidence you will be in good hands!
    Giovanni Ferron (gvnn)

    1 Year 11 Months 10 Days ago

    Simon and their Team are professional, knowledgeable and incredible advisors!
    Claire Fitzgerald

    2 Year 30 Days ago

    Matthew Doyle

    2 Year 3 Months 28 Days ago

    The whole experience with Simon and his team was seamless. Although we had some issues from our side, Simon was able to overcome and assure, which gave my partner and I great confidence. I would highly recommend Simon to anyone that is looking at purchasing. We look forward to working with Simon in future.
    Nathan Condie

    2 Year 5 Months 13 Days ago

    Exceptional support, solution focused expertise, great outcome Simon and his team worked hard for months to get us the right mortgage, including navigating some challenging circumstances and requirement, and giving us the right expert advice to ensure we could make a successful application. Simon and his team kept us well informed and always up to date as we worked through covid-related bank delays with processing applications, pre-approval, settlements and various paperwork requirements. Simon's solution focused approach and expertise in dealing with banks meant we have successfully bought our big family home, we couldn't be happier with the result.
    Chris R

    2 Year 6 Months 11 Days ago

    Simon, James and Jess are phenomenal and we know this because we are repeat customers! They are available all the times to answer the silliest of questions. They answer these questions in a very timeous manner and always provide the best option to suit our needs. The web-based platform that they use makes submitting documents very easy and stress free. We highly recommend them.
    William Ryan

    2 Year 6 Months 27 Days ago

    Very strong recommendation My partner and I were extremely happy with Simon, Jess and the team's performance. The best parts of the experience were: - intimate knowledge of the lenders and their offerings - same-day replies to any queries - a sense of urgency from their end - guidance and education re: types of loans/borrowing A wonderful experience
    Benita Tan

    2 Year 7 Months 12 Days ago

    An excellent and smooth process with great advice We were recommended Simon from a friend and the Finance at Living team(Simon, James and Jess) were fabulous. Received excellent advice tailored to our situation and very attentive and responsive service. They also assisted in escalating early settlement process with the bank. We required a mortgage application for a new loan and refinancing two other mortgages. Would highly recommend!
    Thea Godfrey

    2 Year 7 Months 13 Days ago

    Simon and the whole team at Finance for Living are exceptional. They have a deep understanding of the mortgage market and are genuinely on your side when presenting all the possible options. The team worked with us extensively over a period of a year as we worked to purchase our first property in this ridiculously hot property market. They touched base regularly, ensured we understood our options and broke down all the possibilities into clear terms that made it simple for us to navigate. I couldn't recommend their services more highly - they are brilliant.
    Louis van Coppenhagen

    2 Year 8 Months 15 Days ago

    Excellent experience, excellent broker Simon and his team have been my mortgage brokers for a few years now. Starting with helping me buy my home, under difficult financing circumstances, it took their extensive knowledge of different lenders to find the one that would work for us - otherwise our purchase would have fallen through. In the years since then, they continue to keep in touch and review our mortgage. Thanks to them, we've just now refinanced onto a better rate and accessed additional equity to start investing. We are very happy!
    Phil Osborn

    2 Year 9 Months 23 Days ago

    Simon routinely followed up with us until the time was right for us to refinance. He was polite and didn't push us. When we were ready he was very patient and provided clear explanation and advice. Once we decided what we wanted he found us a great deal and handled the process on our behalf and communicated with us along the way.
    Leigh Ford

    2 Year 11 Months 8 Days ago

    Great knowledge and support, quick turnaround for approval. Absolutely brilliant team who were very responsive to communication, were able to provide quick turnaround from selection of potential lenders to application and approval in tight timelines. Sharing and signing documents was easy and stress free. Team had excellent insight into potential lenders based on our particular circumstances. As a first home buyer the team were extremely patient with our questions and needs throughout the whole process. Cannot recommend highly enough.
    Jennifer Bailey-Tuck

    2 Year 11 Months 13 Days ago

    We were really impressed with the team. They were transparent about where things were at throughout the process and proactive in communication. We found them to be helpful, friendly and professional. I would highly recommend them.
    Maki T

    3 Year 13 Days ago

    Exceptional service, very happy customer! Simon, James and his team provided me with exceptional service throughout my first home buying journey. I am from overseas, and English is not my first language. Because of this, I was even more stressed to understand all details, terms and finance/lender system in Australia however, Simon was particularly patient throughout the process, given clear answers to my endless list of questions. I felt supported, cared for throughout the whole journey. I would highly recommend Simon and his team, and very grateful for the service that they provided to me.
    Erica Bauer

    3 Year 1 Months 10 Days ago

    From the outset, Simon and James were helpful, communicative, and knowledgeable. As first home buyers, we had no idea what we were getting into, and they guided us through the process patiently. When we expressed a desire to borrow from an ethical lender (a bank that doesn't invest in fossil fuels), they worked hard to find an ethical bank for us. From start to finish, they helped reduce our stress, guided us, answered our silly questions, and ended up getting our loan approved and serviced by an ethical lender! I'd heartily recommend Simon and James to everyone I know. If/when we ever need help with this kind of thing again, we'll absolutely be using Finance For Living. Thanks, guys!
    Turboblonde

    3 Year 1 Months 10 Days ago

    Amazing service and very thorough! Simon is always very approachable and very helpful. I would highly recommend him for his attention to detail, vast knowledge and expertise. He is the best in the business by far!
    Kirsty Clayton

    3 Year 1 Months 10 Days ago

    Simon and his crew made what I thought would be a complicated process simple and straightforward. He found a better deal with lower interest and saved us a lot of money. Thanks to all at Finance for Living!
    Nathan Ward

    3 Year 1 Months 17 Days ago

    Excellent rate and service Simon made the process of getting funding, and then down the track refinancing very simple. Explained clearly and in an easy to understand way which made a stressful process that much better. I've also really appreciated the way he checks in from time to time, makes me feel like more than just a client.
    Beatrice Roberts

    3 Year 5 Months 18 Days ago

    Simon and James were so helpful in helping us arrange a home loan. They were patient and really informative to help us make an informed decision that was right for our family. They were really knowledgeable and caring. It made the whole process so much easier and I would recommend them to anyone.
    Jenny Gray

    3 Year 7 Months 24 Days ago

    I cannot recommend Simon and his team at Finance for Living highly enough. They were recommended to me from a colleague and far exceeded any expectations; going above and beyond to refinance my home loan and get me the best possible deal out there. Thank you Simon, Jess and James. I can't thank you enough.
    Angela G

    3 Year 11 Months 10 Days ago

    James and SImon guided and supported me through the entire process of my first home purchase. Not having much knowledge or experience with any of it, they made me feel instantly at ease and were patient when responding to any and all of my inquiries. Can't thank them enough!
    Darragh McGovern

    4 Year 2 Months 19 Days ago

    Simon, James and his team were an absolute god send for me throughout my first home buying journey. Simon was particularly patient throughout the process, especially given my endless list of questions, on top of my cautious and risk aversive personality. I felt supported throughout the whole journey and was able to leave all the banking particulars in Simon and James’ hands in full confidence. Simon is professional, friendly and genuinely cares for his clients. I would highly recommend Simon and his team, and will be forever grateful for everything they did for me to get me into the market for the first time. Darragh
    Sophie Draper

    4 Year 3 Months 13 Days ago

    I worked with James to secure finance for my first home. He was extremely patient with me (I work overseas a lot and am not known for being responsive on the phone) and helped me understand my options. Literally couldn't have done it without him!
    Performance Group

    4 Year 11 Months 21 Days ago

    I recently had the pleasure of utilising Simon and his team's service in organising a loan refinancing. It was not a straight forward arrangement but Simon was very attentive to our needs and worked very diligently to come up with a very pleasing result. Why use Simon? He is very good to deal with, honest and communicates extremely well. He also has an amazing knowledge of the products being offered by pretty much all lenders in the market. He therefore can align the need with the products and come up with a great result. Thanks Simon. We couldn't be happier.
    FT

    5 Year 2 Months 14 Days ago

    Excellent service from Andrew - there is no way we would have persisted through the process of refinancing without him!
    Paula Fidez Punzalan

    5 Year 3 Months 4 Days ago

    Excellent service from Andrew! We were first home buyers and had a looott of questions but Andrew was very patient in providing clear answers. He was also proactive and made sure we take the necessary steps in a timely manner. I definitely recommend him and his team!!
    Daniela Gentile

    5 Year 9 Months 23 Days ago

    Andrew and Simon were fantastic in helping me refinance my home loan. I could never ask a 'dumb' question and both were extremely responsive. They helped me get the best rate and the best possible scenario that will help me pay off my loan as quickly as possible.
    Alex F

    6 Year 1 Months 4 Days ago

    Jesse Gorman

    6 Year 3 Months 11 Days ago

    Great guidance for a first home buyer in what was a more complicated process than it should have been. with there expertise we achieved the result we all wanted. highly recommended. Belinda, Andrew, and Claire all have great advice.
    Fiona McDonnell

    6 Year 9 Months 28 Days ago

    Refinancing your loans can be a painful experience, but not with Claire at Finance for Living! not only did she save me $1000's of dollars a month she made the process easy. I also love her service being on-going she calls me whenever there is a change in interest rates or other issues that could effect my financial situation in terms of my property financing. Finance for living are a pleasure to deal with
    Rachel Uberti

    7 Year 15 Days ago

    Simon was patient, helpful and knowledgeable. As a single-income female first-time-buyer I feel incredibly lucky that I was recommended to begin my purchase journey with him and his team. His advice, guidance and support was well beyond the average broker.
    Stacey Brennan

    7 Year 21 Days ago

    Simon and Claire from Finance for Living have been amazing to deal with and obviously have so much experience and so many contacts in the industry. Their services were invaluable! Our Story: My husband and I are in the process of purchasing our first home (our first mortgage) and we engaged Simon and Claire as we both have no idea of what we needed (other than to borrow some money!) and no idea how to get it all done. They explained various scenarios, helped us decide what worked best for our situation, THEN, they did it all for us! We now have settlement in May and ANZ is already ready to book (two and a half months early!).
    Earl James

    7 Year 1 Months 6 Days ago

    Simon was able to find the best possible fit with a home loan for me. He managed to do this by presenting me with a range of options that could fulfill my needs. It was most pleasing that he showed a great awareness of my circumstances rather than pushing any particular product. All in all a very positive experience and it has saved me a lot of money on mortgage repayments.

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